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October 26, 2023
J.Dennis Jean-Jacques on His Idea Search Criteria and Selection Process
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June 24, 2023
Sprouts: Attractive Grocery Business With Friendly Capital Allocation
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June 21, 2023
Flex: Successful Transition Toward Higher-Margin, Long-Cycle Businesses
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February 23, 2023
Outperforming by Focusing on Good Businesses With Low Expectations
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January 16, 2023
ITV plc: Disappointing, Ugly, Troubled, Hated, and Misunderstood
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December 21, 2022
Will Thomson on Intelligent Investing in the Real Asset Ecosystem
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December 21, 2022
Christopher Tsai on Intelligent Investing in an Age of Disruption
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January 22, 2022
Aviation Finance: Interviews with the CEOs of AerCap, Air Lease, Others
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January 15, 2022
Dignity: Turning Around Under New Leadership, with Catalyst
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December 14, 2021
Savneet Singh and Scott Miller on Winning in Enterprise Softwaret
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November 2, 2021
Learning from Guy Spier: Path in Investing, Philosophy, Case Studies
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October 2, 2021
Quarterly Intelligent Cloning Report: The Autumn 2021 Edition
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August 27, 2021
William Knowles on Concentrated, Low-Turnover, Quality-First Investing
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July 18, 2021
Aswath Damodaran on His Book, The Dark Side of Valuation
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July 10, 2021
Woodward: Dominant, Sole-Source Provider at FCF Inflection Point
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July 8, 2021
ViacomCBS: Balance Sheet Repaired, Capital and Cash Flow Fund Growth
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May 28, 2021
François Rochon on the Investment Philosophy of Giverny Capital
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May 27, 2021
A Profile in Leadership: Bruce Flatt, CEO of Brookfield Asset Management
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April 29, 2021
Connor Haley on Small-Cap Investing and Standing Up for Owner Rights
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January 22, 2021
Naked Wines: DTC Model Provides Superior Value Proposition
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